#investment-strategy

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#retirement-planning

The Cost of Ignoring Inflation in 2025 - How Much It Could Set Back Your Retirement

Investors should prepare for unexpected inflation changes, especially risks looming in 2025.

With a $25 million net worth, I'm worried my 3% withdrawal rate is too low - should I adjust it?

Wealth preservation becomes the main objective as portfolios grow larger; the focus shifts from aggressive growth to sustainability.
Understanding optimal withdrawal rates is crucial for covering living expenses during retirement.

If your household brings in $500k per year, this is how much you should have saved by your mid-40s

High earners often face financial difficulties due to lifestyle maintenance, impacting their retirement savings significantly.

How to Avoid Financial Ruin in Retirement, According to Suze Orman

The average American is unprepared for retirement, with only one in five set to retire comfortably.

Retirees: 4 Target-Date Retirement ETFs That Make Managing Your Portfolio a Breeze

Target-Date ETFs are popular for their convenience in retirement fund management, allowing for a hands-off investment strategy.
Not all Target-Date ETFs are created equal, necessitating careful research to ensure suitability for individual retirement plans.

I'm in my late 30s and have grown my 401k to $273k - is it still possible to hit $1 million by retirement?

Aim for a $1 million 401k by staying consistent with contributions and managing spending habits.

The Cost of Ignoring Inflation in 2025 - How Much It Could Set Back Your Retirement

Investors should prepare for unexpected inflation changes, especially risks looming in 2025.

With a $25 million net worth, I'm worried my 3% withdrawal rate is too low - should I adjust it?

Wealth preservation becomes the main objective as portfolios grow larger; the focus shifts from aggressive growth to sustainability.
Understanding optimal withdrawal rates is crucial for covering living expenses during retirement.

If your household brings in $500k per year, this is how much you should have saved by your mid-40s

High earners often face financial difficulties due to lifestyle maintenance, impacting their retirement savings significantly.

How to Avoid Financial Ruin in Retirement, According to Suze Orman

The average American is unprepared for retirement, with only one in five set to retire comfortably.

Retirees: 4 Target-Date Retirement ETFs That Make Managing Your Portfolio a Breeze

Target-Date ETFs are popular for their convenience in retirement fund management, allowing for a hands-off investment strategy.
Not all Target-Date ETFs are created equal, necessitating careful research to ensure suitability for individual retirement plans.

I'm in my late 30s and have grown my 401k to $273k - is it still possible to hit $1 million by retirement?

Aim for a $1 million 401k by staying consistent with contributions and managing spending habits.
moreretirement-planning

I retired at 41 to focus on myself. Then, my toddler was diagnosed with cancer, and now I manage his treatment.

An elder millennial retired at 41, but plans changed dramatically after her son's cancer diagnosis.
#stock-market

MicroStrategy Wants to Buy Another $2 Billion in Bitcoin as Massive Dilution Vote Looms

MicroStrategy plans to raise $2 billion for Bitcoin purchases amid a push to increase outstanding shares.
Shareholders are likely to approve the increase in Class A and preferred shares.

Warren Buffett Surprises With 3 Huge Insider Buys

Warren Buffett's recent purchases indicate confidence in select stocks despite market uncertainties.
Insider buying signals potential stock price increases, especially relevant in volatile markets.

Should Investors Worry About Market Turmoil Under Trump?

Market uncertainty and political policy changes may significantly impact investment portfolios, prompting investors to reassess their strategies.

Warren Buffett Is Buying Again - But There's A Big Catch This Time

Warren Buffett remains committed to a long-term investment strategy, even while navigating a potentially overvalued market.

5 Top BofA Securities December Stock Picks Also Pay High-Yield Dividends

Dividends are crucial for total return expectations in investments, contributing significantly to overall market performance.

Rich Dad, Poor Dad Author Warns Baby Boomers Market Crash Coming -- He May Be Right

A market crash is likely, with risks particularly high for baby boomers heavily invested in stocks.

MicroStrategy Wants to Buy Another $2 Billion in Bitcoin as Massive Dilution Vote Looms

MicroStrategy plans to raise $2 billion for Bitcoin purchases amid a push to increase outstanding shares.
Shareholders are likely to approve the increase in Class A and preferred shares.

Warren Buffett Surprises With 3 Huge Insider Buys

Warren Buffett's recent purchases indicate confidence in select stocks despite market uncertainties.
Insider buying signals potential stock price increases, especially relevant in volatile markets.

Should Investors Worry About Market Turmoil Under Trump?

Market uncertainty and political policy changes may significantly impact investment portfolios, prompting investors to reassess their strategies.

Warren Buffett Is Buying Again - But There's A Big Catch This Time

Warren Buffett remains committed to a long-term investment strategy, even while navigating a potentially overvalued market.

5 Top BofA Securities December Stock Picks Also Pay High-Yield Dividends

Dividends are crucial for total return expectations in investments, contributing significantly to overall market performance.

Rich Dad, Poor Dad Author Warns Baby Boomers Market Crash Coming -- He May Be Right

A market crash is likely, with risks particularly high for baby boomers heavily invested in stocks.
morestock-market
#disney

Billionaire Nelson Peltz Shifts Focus: Sells Ferguson Enterprises Stake While Investing in Troubled Financial Services Stock

Nelson Peltz's Trian Fund Management exited its investment in Disney after a significant profit, indicating strategic repositioning in the market.

Walt Disney Company (DIS) Price Prediction and Forecast 2025-2030

Disney is focusing on long-term strategies to recover stock performance, balancing creativity with audience expectations.
Investment in new attractions and cruise lines aims to make them the primary profit sources.

Billionaire Nelson Peltz Shifts Focus: Sells Ferguson Enterprises Stake While Investing in Troubled Financial Services Stock

Nelson Peltz's Trian Fund Management exited its investment in Disney after a significant profit, indicating strategic repositioning in the market.

Walt Disney Company (DIS) Price Prediction and Forecast 2025-2030

Disney is focusing on long-term strategies to recover stock performance, balancing creativity with audience expectations.
Investment in new attractions and cruise lines aims to make them the primary profit sources.
moredisney
#entrepreneurship

Trucks VC launches $70M fund to find the next great batch of transportation startups | TechCrunch

Trucks VC is focusing on early-stage startups in transportation with a new $70 million fund.
The investment strategy emphasizes backing exceptional founders over sector-specific investments.

Time4 is a new Daphni-backed fund dedicated to French entrepreneurs with diverse backgrounds | TechCrunch

France's startup ecosystem is expanding, but venture support is heavily concentrated in Paris, prompting initiatives for more diverse investing.

Top 13 AI Business Plan Generators for 2025 | ClickUp

AI business plan generators streamline and enhance the business planning process for entrepreneurs.

Raising Capital? How to Build Strategic Investor Partnerships | Entrepreneur

Involving investors as strategic partners is crucial for business growth, transcending mere financial contributions.

Trucks VC launches $70M fund to find the next great batch of transportation startups | TechCrunch

Trucks VC is focusing on early-stage startups in transportation with a new $70 million fund.
The investment strategy emphasizes backing exceptional founders over sector-specific investments.

Time4 is a new Daphni-backed fund dedicated to French entrepreneurs with diverse backgrounds | TechCrunch

France's startup ecosystem is expanding, but venture support is heavily concentrated in Paris, prompting initiatives for more diverse investing.

Top 13 AI Business Plan Generators for 2025 | ClickUp

AI business plan generators streamline and enhance the business planning process for entrepreneurs.

Raising Capital? How to Build Strategic Investor Partnerships | Entrepreneur

Involving investors as strategic partners is crucial for business growth, transcending mere financial contributions.
moreentrepreneurship
#dividend-stocks

High-Yield Dividend Stocks Rebound in 2025: These 5 Pay 5% and More

Dividend stocks provide steady passive income and total return opportunities, making them attractive investments, especially as interest rates fall.

The Highest Yielding Dividend Kings Are the Perfect Gift Under the Tree This Year

Dividend stocks serve as a stable income source and complement overall investment performance through dividends and capital appreciation.

5 Absolutely Best Passive Income Stocks to Buy For 2025

Investing in dividend stocks can create growing passive income streams for investors over time.
Dividend stocks can provide cash flow and stability, especially during market downturns.

4 High-Yield Stocks With 7% and Higher Dividends Are 2025 Home Runs

High-yield dividend stocks are ideal for income and total return, especially in a stabilizing market.

5 Ultra High-Yield Dividend Stocks Paying Over 5%

Investors are shifting to high-yield dividend stocks due to falling interest rates and low treasury yields.

5 Ultra-High-Yield Dividend Stocks for 2025 Wall Street Is Pounding the Table On

Dividend stocks provide steady passive income and a comprehensive measure of total return for investors.
Ultra-high-yield stocks are expected to remain popular among investors seeking reliable revenue streams.

High-Yield Dividend Stocks Rebound in 2025: These 5 Pay 5% and More

Dividend stocks provide steady passive income and total return opportunities, making them attractive investments, especially as interest rates fall.

The Highest Yielding Dividend Kings Are the Perfect Gift Under the Tree This Year

Dividend stocks serve as a stable income source and complement overall investment performance through dividends and capital appreciation.

5 Absolutely Best Passive Income Stocks to Buy For 2025

Investing in dividend stocks can create growing passive income streams for investors over time.
Dividend stocks can provide cash flow and stability, especially during market downturns.

4 High-Yield Stocks With 7% and Higher Dividends Are 2025 Home Runs

High-yield dividend stocks are ideal for income and total return, especially in a stabilizing market.

5 Ultra High-Yield Dividend Stocks Paying Over 5%

Investors are shifting to high-yield dividend stocks due to falling interest rates and low treasury yields.

5 Ultra-High-Yield Dividend Stocks for 2025 Wall Street Is Pounding the Table On

Dividend stocks provide steady passive income and a comprehensive measure of total return for investors.
Ultra-high-yield stocks are expected to remain popular among investors seeking reliable revenue streams.
moredividend-stocks
#cryptocurrency

Preying on investors': how software firm MicroStrategy's big bet on bitcoin went stratospheric

MicroStrategy's strategic investment in Bitcoin led to significant financial success, increasing their market cap and share price drastically.

Microsoft Defeats Proposal Asking Company to Add Bitcoin to Its Balance Sheet | HackerNoon

Microsoft's shareholders overwhelmingly rejected adding Bitcoin to the company's balance sheet, reflecting a strong institutional aversion to cryptocurrency as a stable asset.

Property Mogul Grant Cardone Launches 'First Ever' Bitcoin Real Estate Fund on Florida's Space Coast

Grant Cardone launches a bitcoin real estate fund in Florida's Space Coast, merging real estate stability with cryptocurrency's potential.

If You Want to Invest in Bitcoin, Try Thinking Like a Venture Capitalist During the 2025 Bull Run | HackerNoon

Bitcoin's value is driven by its scarcity and institutional interest, necessitating careful consideration for investors.

The Crypto Curve: Left, Right, and Center | HackerNoon

Success in crypto is defined by intelligence as measured by portfolio performance, with average participants at risk of failure.

Preying on investors': how software firm MicroStrategy's big bet on bitcoin went stratospheric

MicroStrategy's strategic investment in Bitcoin led to significant financial success, increasing their market cap and share price drastically.

Microsoft Defeats Proposal Asking Company to Add Bitcoin to Its Balance Sheet | HackerNoon

Microsoft's shareholders overwhelmingly rejected adding Bitcoin to the company's balance sheet, reflecting a strong institutional aversion to cryptocurrency as a stable asset.

Property Mogul Grant Cardone Launches 'First Ever' Bitcoin Real Estate Fund on Florida's Space Coast

Grant Cardone launches a bitcoin real estate fund in Florida's Space Coast, merging real estate stability with cryptocurrency's potential.

If You Want to Invest in Bitcoin, Try Thinking Like a Venture Capitalist During the 2025 Bull Run | HackerNoon

Bitcoin's value is driven by its scarcity and institutional interest, necessitating careful consideration for investors.

The Crypto Curve: Left, Right, and Center | HackerNoon

Success in crypto is defined by intelligence as measured by portfolio performance, with average participants at risk of failure.
morecryptocurrency
#venture-capital

A new disclosure shows, again, how badly Tiger's 'pray and spray' fund performed | TechCrunch

Tiger Global's investment spree during the pandemic backfired, resulting in major losses as interest rates rose and valuations plummeted.

Why Thrive Capital's Vince Hankes is betting big on OpenAI

Thrive Capital is strategically betting on OpenAI, recognizing a significant paradigm shift in the AI industry that can create immense value.

GV, the VC team backed by Google, has a broad remit, but it can't do one thing | TechCrunch

David Krane emphasizes GV's unique position as a Google-funded venture firm with significant investing autonomy and financial focus.

Accel could raise billions for India, but it's sticking to $650 million | TechCrunch

Accel has opted for a steady $650 million fund size based on strategic analysis rather than following trends to raise larger amounts.

A new disclosure shows, again, how badly Tiger's 'pray and spray' fund performed | TechCrunch

Tiger Global's investment spree during the pandemic backfired, resulting in major losses as interest rates rose and valuations plummeted.

Why Thrive Capital's Vince Hankes is betting big on OpenAI

Thrive Capital is strategically betting on OpenAI, recognizing a significant paradigm shift in the AI industry that can create immense value.

GV, the VC team backed by Google, has a broad remit, but it can't do one thing | TechCrunch

David Krane emphasizes GV's unique position as a Google-funded venture firm with significant investing autonomy and financial focus.

Accel could raise billions for India, but it's sticking to $650 million | TechCrunch

Accel has opted for a steady $650 million fund size based on strategic analysis rather than following trends to raise larger amounts.
moreventure-capital

Billionaire Investor Howard Marks' Oaktree Capital Sells Major Holding and Reinvests in the Energy Sector

Brookfield Corp. acquired a majority stake in Oaktree Capital to enhance its investment strategy with expert insights in credit and energy.
#financial-planning

The Biggest Questions to Ask Yourself Before You Put a Dime Into a 401(k)

Understanding your 401(k) options is essential for maximizing retirement savings.
Employer matching contributions can significantly boost your retirement funds.

Grant Cardone Says You Won't Get Rich Doing This, But 85% of Americans Do It

Achieving wealth requires significant dedication beyond a traditional job, though balancing life and work is crucial.
Investing wisely enhances the potential for wealth accumulation and early retirement.

I'm a widower with $9.7 million - what's the best way to save for my kids' education?

It's important to balance saving for children's education with other financial goals, especially when already well-prepared with a significant 529 balance.

I can afford to contribute 15% to my 401(k) - but I'd rather contribute less. Is that foolish?

Contributing to a 401(k) is beneficial, but maximizing contributions isn't always the best approach for every individual.

With a net worth of $7 million at 49, I'm wondering if I should scale back my risky portfolio or just keep going?

High net worth brings new financial considerations and strategic investment questions, requiring careful risk management and goal assessment.

I'm a conservative investor with $1.2 million in retirement accounts - did I ruin my chances for early retirement?

Retiring comfortably requires more than $1 million saved and often involves taking calculated risks.

The Biggest Questions to Ask Yourself Before You Put a Dime Into a 401(k)

Understanding your 401(k) options is essential for maximizing retirement savings.
Employer matching contributions can significantly boost your retirement funds.

Grant Cardone Says You Won't Get Rich Doing This, But 85% of Americans Do It

Achieving wealth requires significant dedication beyond a traditional job, though balancing life and work is crucial.
Investing wisely enhances the potential for wealth accumulation and early retirement.

I'm a widower with $9.7 million - what's the best way to save for my kids' education?

It's important to balance saving for children's education with other financial goals, especially when already well-prepared with a significant 529 balance.

I can afford to contribute 15% to my 401(k) - but I'd rather contribute less. Is that foolish?

Contributing to a 401(k) is beneficial, but maximizing contributions isn't always the best approach for every individual.

With a net worth of $7 million at 49, I'm wondering if I should scale back my risky portfolio or just keep going?

High net worth brings new financial considerations and strategic investment questions, requiring careful risk management and goal assessment.

I'm a conservative investor with $1.2 million in retirement accounts - did I ruin my chances for early retirement?

Retiring comfortably requires more than $1 million saved and often involves taking calculated risks.
morefinancial-planning

Rupert Rucker of Schroders: Small and mid-cap US stocks have been ignored for years and are at good prices'

Investing in small and mid-cap stocks is advantageous as markets stabilize from the 'Magnificent 7', highlighting innovative infrastructure opportunities.

5 real-estate investors and agents share their 2025 market predictions and advice on how to capitalize

Investors believe 2025 can be a good year for real estate despite stagnant interest rates.
Approaching real estate with a long-term strategy is crucial for prospective buyers.
#sp-500

Market To Rise 18% In 2025 According To Broker

The S&P 500 has risen significantly this year, but concerns about overvaluation and corrections loom.

Wall St. Is Making Irrelevant Predictions, Again

Wall Street predictions for the S&P 500 are consistently optimistic but often highly inaccurate. Gains are predicted, yet actual performance diverges significantly.

Retirees: The Only 2 International ETFs You Need for Growth and Diversification

The S&P 500's potential for a third straight year of 20% gains is uncertain, but technological advancements offer optimism for investors.

Market To Rise 18% In 2025 According To Broker

The S&P 500 has risen significantly this year, but concerns about overvaluation and corrections loom.

Wall St. Is Making Irrelevant Predictions, Again

Wall Street predictions for the S&P 500 are consistently optimistic but often highly inaccurate. Gains are predicted, yet actual performance diverges significantly.

Retirees: The Only 2 International ETFs You Need for Growth and Diversification

The S&P 500's potential for a third straight year of 20% gains is uncertain, but technological advancements offer optimism for investors.
moresp-500

Looking to Sell Your Company? Here's a Potentially Lucrative Exit Plan Every Business Needs to Consider. | Entrepreneur

Selling to a private equity firm can provide capital and growth opportunities, but it may also involve loss of control and higher risks.

OpenAI lays out plans for its for-profit transformation

OpenAI is restructuring to a public benefit corporation to attract significant investments for next-gen AI models.
from Business Insider
2 weeks ago

Steve Ballmer is richer than Warren Buffett. But his portfolio depends mostly on one stock.

Steve Ballmer's investment strategy, heavily focused on Microsoft, contrasts with conventional wisdom on diversification, influenced partially by Warren Buffett.
#technology-sector

Nasdaq Index outlook: Have tech giants exceeded the limits of the Nasdaq 100? - London Business News | Londonlovesbusiness.com

The Nasdaq Index faces challenges due to tech company dominance and regulatory rebalancing, emphasizing the need for diversification and adaptability among investors.

AppLovin, IBD Stock Of The Day, Earns Positive Reviews For New Service

AppLovin is gaining traction in e-commerce advertising, attracting positive feedback from industry analysts and brand executives.

Nasdaq Index outlook: Have tech giants exceeded the limits of the Nasdaq 100? - London Business News | Londonlovesbusiness.com

The Nasdaq Index faces challenges due to tech company dominance and regulatory rebalancing, emphasizing the need for diversification and adaptability among investors.

AppLovin, IBD Stock Of The Day, Earns Positive Reviews For New Service

AppLovin is gaining traction in e-commerce advertising, attracting positive feedback from industry analysts and brand executives.
moretechnology-sector

Billionaire Investor Dan Loeb Looks Beyond Magnificent 7 for Hedge Fund Returns

Third Point LLC, founded by Dan Loeb, significantly altered its portfolio in Q3 2023, selling many holdings including several Magnificent Seven stocks.

Buy These 3 AI Stocks and Hold Them Forever

Investors should focus on fundamentally strong AI stocks rather than those riding hype, especially in an expensive market.
AI stocks are currently overvalued, and investing with caution is advisable.
#market-volatility

Buying Bitcoin Is Easy, HODLing Is the Hard Part

HODLing bitcoin requires daily commitment and resilience against fears of loss, despite its inherent volatility.

Jaffray Woodriff and Quantitative Investment Management would like to reintroduce themselves

Quantitative Investment Management, under Jaffray Woodriff's renewed focus, aims for growth by revitalizing its research process after several years of underperformance.

Buying Bitcoin Is Easy, HODLing Is the Hard Part

HODLing bitcoin requires daily commitment and resilience against fears of loss, despite its inherent volatility.

Jaffray Woodriff and Quantitative Investment Management would like to reintroduce themselves

Quantitative Investment Management, under Jaffray Woodriff's renewed focus, aims for growth by revitalizing its research process after several years of underperformance.
moremarket-volatility

TfL drops government mandated review into its staff pensions

TfL will not change its staff pension scheme after a review, amidst a £2.5 billion surplus.
#artificial-intelligence

Possible Stock Splits in 2025: 2 Unstoppable Stocks Up 390% and 300% in 2 Years to Buy Now, According to Wall Street | The Motley Fool

Strong momentum for stocks like Meta and Netflix suggests potential for stock splits, which can attract investor interest and further increase stock prices.

Dec 12 ADV Webinar: How to Become an AI-Ready Organization - DATAVERSITY

Successful AI investments require organizational transformation and leadership, not just technology.
Engaging behavioral and enterprise transformation for AI is complex and often underestimated.

Possible Stock Splits in 2025: 2 Unstoppable Stocks Up 390% and 300% in 2 Years to Buy Now, According to Wall Street | The Motley Fool

Strong momentum for stocks like Meta and Netflix suggests potential for stock splits, which can attract investor interest and further increase stock prices.

Dec 12 ADV Webinar: How to Become an AI-Ready Organization - DATAVERSITY

Successful AI investments require organizational transformation and leadership, not just technology.
Engaging behavioral and enterprise transformation for AI is complex and often underestimated.
moreartificial-intelligence
#bitcoin

Ray Dalio Prefers Bitcoin Over Bonds

Dalio advocates for investing in bitcoin and gold instead of debt assets due to unsustainable global indebtedness.

Can Realized Cap HODL Waves Identify The Next Bitcoin Price Peak?

Realized Cap HODL Waves help investors understand Bitcoin's market psychology and cyclical trends.

Eric Trump States Bitcoin Is the Ultimate Hedge for Real Estate Investors

Eric Trump highlights Bitcoin's advantages as a liquid, transportable asset compared to traditional real estate investments.

Why It's Not Too Late to Invest in Bitcoin

Bitcoin remains a strong investment choice, even for latecomers, and outshines traditional assets through strategies like dollar cost averaging.

Ray Dalio Prefers Bitcoin Over Bonds

Dalio advocates for investing in bitcoin and gold instead of debt assets due to unsustainable global indebtedness.

Can Realized Cap HODL Waves Identify The Next Bitcoin Price Peak?

Realized Cap HODL Waves help investors understand Bitcoin's market psychology and cyclical trends.

Eric Trump States Bitcoin Is the Ultimate Hedge for Real Estate Investors

Eric Trump highlights Bitcoin's advantages as a liquid, transportable asset compared to traditional real estate investments.

Why It's Not Too Late to Invest in Bitcoin

Bitcoin remains a strong investment choice, even for latecomers, and outshines traditional assets through strategies like dollar cost averaging.
morebitcoin

Does Billionaire Bill Gates Know Something Wall Street Doesn't? He Sold Microsoft Stock and Bought This Instead

The Gates Foundation will generally operate smoothly post-divorce, indicating a positive ongoing commitment to philanthropy from both Bill and Melinda.
from Business Insider
3 weeks ago

Why Gordon Singer is more powerful than ever at his father's $70 billion firm

Gordon Singer rises in influence at Elliott Management amidst strategic reorganization, despite losing autonomy over the London office.

BlackRock CFO Martin Small outlines the asset management giant's top 3 criteria for every acquisition

BlackRock aims to dominate private markets through significant acquisitions.
Cultural fit is essential in BlackRock's acquisition strategy.
The firm is willing to take substantial risks to enhance its portfolio.

Trump teases speedy environmental permitting for $1bn investments in US

Trump's proposal for expedited environmental approvals for $1bn investors raises concerns over environmental protections.
Environmental groups view Trump's plan as potentially harmful to community wellbeing.

Dave Ramsey spills the secrets on the four types of funds he invests in that have made him so wealthy

Dave Ramsey's investment strategy prioritizes mutual funds with strong track records and emphasizes long-term, consistent investing.

Johnson & Johnson Just Paid Investors: Here's How Much They Received

Johnson & Johnson rewards shareholders with a consistent dividend, reinforcing its commitment despite recent stock underperformance.

The differences between growth and value stocks

Both growth and value stocks have unique benefits and risks, making them essential components of a balanced investment portfolio.
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